Rep. Julie Johnson Sells Off Shares of Norfolk Southern Corporation (NYSE:NSC)

Representative Julie Johnson (D-Texas) recently sold shares of Norfolk Southern Corporation (NYSE:NSC). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in Norfolk Southern stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

Norfolk Southern Stock Down 0.2%

NSC stock traded down $0.68 during trading on Friday, hitting $290.09. 1,466,991 shares of the company’s stock were exchanged, compared to its average volume of 777,402. The business has a 50-day moving average price of $289.61 and a two-hundred day moving average price of $284.19. The company has a current ratio of 0.86, a quick ratio of 0.78 and a debt-to-equity ratio of 1.09. The stock has a market capitalization of $65.09 billion, a price-to-earnings ratio of 22.13, a PEG ratio of 5.09 and a beta of 1.33. Norfolk Southern Corporation has a 52-week low of $201.63 and a 52-week high of $302.24.

Norfolk Southern (NYSE:NSC) last announced its quarterly earnings results on Thursday, October 23rd. The railroad operator reported $3.30 EPS for the quarter, missing the consensus estimate of $3.31 by ($0.01). The company had revenue of $3.10 billion during the quarter, compared to analysts’ expectations of $3.11 billion. Norfolk Southern had a net margin of 24.22% and a return on equity of 18.93%. The business’s revenue for the quarter was up .0% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.25 earnings per share. As a group, equities research analysts expect that Norfolk Southern Corporation will post 13 EPS for the current year.

Norfolk Southern Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, November 20th. Stockholders of record on Friday, November 7th were given a dividend of $1.35 per share. This represents a $5.40 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend was Friday, November 7th. Norfolk Southern’s dividend payout ratio (DPR) is 41.19%.

Wall Street Analysts Forecast Growth

NSC has been the subject of a number of research reports. Susquehanna boosted their price target on shares of Norfolk Southern from $288.00 to $304.00 and gave the company a “neutral” rating in a research report on Monday, January 12th. UBS Group cut their target price on Norfolk Southern from $321.00 to $320.00 and set a “buy” rating on the stock in a research report on Friday, October 24th. Citigroup boosted their target price on Norfolk Southern from $307.00 to $317.00 and gave the company a “neutral” rating in a report on Wednesday, January 7th. Deutsche Bank Aktiengesellschaft downgraded Norfolk Southern from a “buy” rating to a “hold” rating and dropped their price target for the stock from $354.00 to $297.00 in a research note on Thursday, December 11th. Finally, Sanford C. Bernstein reduced their price objective on Norfolk Southern from $347.00 to $333.00 and set an “outperform” rating for the company in a research note on Tuesday, November 11th. Eight equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Norfolk Southern presently has an average rating of “Hold” and an average price target of $303.52.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. grew its position in Norfolk Southern by 1.2% in the 2nd quarter. Vanguard Group Inc. now owns 20,561,273 shares of the railroad operator’s stock valued at $5,263,069,000 after buying an additional 239,914 shares during the last quarter. Dodge & Cox lifted its stake in shares of Norfolk Southern by 1.8% in the 2nd quarter. Dodge & Cox now owns 10,859,121 shares of the railroad operator’s stock worth $2,779,609,000 after acquiring an additional 192,567 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Norfolk Southern by 0.8% in the second quarter. Geode Capital Management LLC now owns 4,822,075 shares of the railroad operator’s stock valued at $1,228,064,000 after acquiring an additional 36,362 shares in the last quarter. EdgePoint Investment Group Inc. increased its stake in shares of Norfolk Southern by 4.6% during the second quarter. EdgePoint Investment Group Inc. now owns 4,182,921 shares of the railroad operator’s stock worth $1,070,702,000 after acquiring an additional 184,586 shares during the period. Finally, Lazard Asset Management LLC raised its holdings in Norfolk Southern by 6.5% during the second quarter. Lazard Asset Management LLC now owns 3,289,431 shares of the railroad operator’s stock worth $841,994,000 after purchasing an additional 201,861 shares in the last quarter. Institutional investors and hedge funds own 75.10% of the company’s stock.

Insider Activity

In other Norfolk Southern news, Director William Jr. Clyburn purchased 204 shares of Norfolk Southern stock in a transaction dated Friday, December 5th. The stock was acquired at an average cost of $294.79 per share, with a total value of $60,137.16. Following the acquisition, the director directly owned 405 shares of the company’s stock, valued at $119,389.95. This represents a 101.49% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Anil Bhatt sold 900 shares of Norfolk Southern stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $281.60, for a total value of $253,440.00. Following the completion of the sale, the executive vice president owned 1,413 shares in the company, valued at approximately $397,900.80. This trade represents a 38.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have bought 4,454 shares of company stock worth $1,259,874 in the last three months. 0.06% of the stock is currently owned by company insiders.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About Norfolk Southern

Norfolk Southern Corporation is a major U.S. freight railroad company that provides rail transportation and related logistics services. As a Class I carrier, the company operates an extensive network across the eastern United States and offers scheduled freight service for a broad range of industries. Its core operations include long-haul and regional rail freight transportation, intermodal services that move containers and trailers between rail and other modes, and terminal and switching services that support efficient rail shipments for industrial and port customers.

The company transports a variety of commodities, serving sectors such as coal and energy, automotive and automotive parts, chemicals, agriculture, metals and construction materials, and consumer goods.